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And brings us to our third workflow, automating low risk decisions. Automation is often understood as a time saving feature and it certainly is, but I would encourage you to think about it as a risk allocation strategy as well. Right now, our buyers spend a large portion of their day reviewing all of those low risk, repetitive PO changes that don’t have major impact on kind of the end results. And so our source day agents can automatically move those routine changes forward based on business rules that you’re likely already using today. Automation ensures that the production doesn’t stall because the supplier is receiving a much faster response. This allows your buyers to focus on where it really matters. Those high risk exceptions that are going to impact your on time delivery in full. One thing I hear from our teams is that we’re very interested in automation, but we don’t always have a full understanding of the sheer volume of those tasks that we can automate. And so we’ve been working on helping all of our teams better understand how automation can impact their everyday life. And so you’ll see in our platform where we’re adding some clues as to what are good areas for you to automate. So we navigate to our automation hub here at the top. All of our users can come in and review those core automations that we were just looking at. And we can also explore this decision automation. So everyone has the ability to click on this new workflow. Let’s kind of open up the ability to build a workflow and you certainly can start from scratch. If you already know your exact use case, I want to automate X, Y, and Z, you can certainly build from scratch. Or you can also take a look at where the biggest gains would be. So in this instance, you can see that we’ve got some easy wins here by looking at how many different times we’ve accepted this type of change in the past. So you can see in this example, move ins that are move outs are less than a week. We’ve touched that type of proposed change almost 6,000 times this year. So we’re gonna surface all of these different indicators to direct you to where you can get the most efficiency gains through our decision automation. So we can try this workflow out. That’s gonna bring you to our automation workflow builder, and then any one of your teams can set up and stage any of these workflows. So when up at the top, we can go ahead and save any of these workflows as a staged workflow. What this is going to do is going to trigger our run system. It’s going trigger the history to start keeping a tab or a tally or a report of how many times, how many POs and which POs would have been impacted by this particular workflow. This is a great way for you to explore automation and decide where can I get the most efficiencies by our decision automation tool? Here are just some of the results that our companies are experiencing through automation. And so it is a major way that your buyers can gain efficiencies in their day to day.

How to Automate Low-Risk Purchase Order Changes

See how decision automation moves routine, low-risk PO changes forward automatically so buyers can focus on higher-risk supplier exceptions.

  • Lisa FurlerProduct Enablement Specialist | SourceDay

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